Aperio Group’s Cass Information Systems CASS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$213K Sell
2020
Q3
$245K Buy
2020
Q1
Sell
2019
Q4
$327K Buy
2019
Q3
$290K Buy
2019
Q2
$189K Buy
2019
Q1
Sell
2018
Q4
$232K Buy
2018
Q3
$219K Buy